See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,296 | $165,335+10.3% | $149,696+21.8% | $158,922+14.7% |
| Participation rate | 82.4% | 84.6%-2.2pp | 82.5%-0.1pp | 82.0%+0.4pp |
| Annual return | 16.00% | 348.15%-332.1pp | 276.60%-260.6pp | 302.83%-286.8pp |
| Employer contribution / active EE | $2,864 | $5,103-43.9% | $4,644-38.3% | $4,761-39.8% |
| Participant deferral / active EE | $8,955 | $7,181+24.7% | $6,842+30.9% | $5,982+49.7% |
| Admin fee / account holder | $43,845 | $10,807+305.7% | $9,309+371.0% | $11,246+289.9% |